Employee Benefits Account Manager

Patriot Growth Insurance Services; United States; Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical plan options with preventive 


Virtual medical and mental healthcare

Employer-paid short-term and long-term

Paid parental leave, personalized PTO

401(k) company match, dental andVision

Employee Assistance Program

Job summary

Patriot Growth Insurance Services is seeking an experienced Benefits Account Manager to serve as the main advisor for assigned benefit clients and coordinate with carriers and consultants.

You will lead open enrollment planning, educate employees, analyze renewals, and identify growth opportunities within existing accounts while managing multiple client projects in a fast-paced environment.

Qualifications

• Experience in employee benefits account management, consulting or client service.
• Knowledge of benefits administration, renewals and carrier interactions.
• Ability to manage multiple client accounts and deadlines.
• Excellent written, verbal and interpersonal communication.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Serve as primary advisor and day-to-day contact for assigned benefits clients
• Lead open enrollment planning, employee education and communications
• Partner with producers, consultants and carriers on tailored benefit solutions
• Analyze renewal options, develop contribution models and conduct benchmarking
• Coordinate RFP processes, carrier submissions and internal workflows
• Identify cross-selling and growth opportunities within existing accounts

Skills

Client management

Communication

Time management

Cross-selling

Education

Bachelor's degree in Business/Insurance

Tools

Microsoft Office

Zywave CRM

Job description

Responsibilities

• Serve as primary advisor and day-to-day contact for assigned benefits clients
• Lead open enrollment planning, employee education and communications
• Partner with producers, consultants and carriers on tailored benefit solutions
• Analyze renewal options, develop contribution models and conduct benchmarking
• Coordinate RFP processes, carrier submissions and internal workflows
• Identify cross-selling and growth opportunities within existing accounts

Requirements

• Experience in employee benefits account management, consulting or client service
• Knowledge of benefits administration, renewals and carrier interactions
• Ability to manage multiple client accounts and competing deadlines
• Excellent written, verbal and interpersonal communication
• Proficiency with Microsoft Office Suite

Preferred Qualifications

• 3+ years of employee benefits account management or related experience
• Life and Health insurance license
• Experience with CRM platforms such as Zywave
• Bachelor's degree in Business, Insurance or related field

Benefits

• Medical plan options with preventive care at 100%
• Virtual medical and mental healthcare, healthcare concierge
• Employer-paid short-term and long-term disability
• Paid parental leave, personalized PTO and separate sick leave
• 401(k) company match, dental and vision coverage
• Employee Assistance Program

About the Company

• Growth-focused national insurance services firm founded in 2019, ranked 25th-largest U.S. broker.
• Over 2,100 employees across 150+ locations in more than 45 states.